Both died without a spouse, and their estates need to undergo complex valuations to determine tax liabilities.
Indexed annuity sales also broke their previous quarterly sales record.
Because women live longer than men, female couples need to put away more money for their old age, a new report shows.
Rules specify who qualifies for back benefits based on age and filing status.
Rush to take benefits due to illness may not be the best move.
Barred from 20% tax break, wealthy professionals have found a new way to avoid hefty tax bills.
Some aggregator firms offer the support, tools, technology and built-in succession plans associated with the traditional wirehouse model.
State treasurer blasts move, vows to work with legislature to override action.
On the 83rd anniversary of Social Security, retirees are increasingly dependent on the program.
Settlement is among the largest for financial services firms ensnared in similar litigation.
Barred from 20% tax break, wealthy professionals have found a new way to avoid hefty tax bills.
The 'high earner, not rich yet' segment is slipping through the cracks at some financial firms, according to Cerulli research.
Rush to take benefits due to illness may not be the best move.
Despite death of DOL fiduciary rule, regulators continue to look at rollover advice from advisers.
Fidelity survey shows they are more concerned with helping workers get ready for retirement.
Insurer hopes Envestnet's technology will help reintroduce annuities to fee-based advisers.
Proposed regulations make it clear the agency considers splitting up businesses to get around income limits abusive.
Refugees from New York area, where the limit on deducting state and local taxes will hit hard, are heading to the Sunshine State.
Future tax rates and when the money will be needed are among the things advisers should take into account.
American Retirement Association asks Labor for clarification on rollovers, showing again how the regulation is causing problems even after its demise.
